SVA Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$3.98M	Sell	10,610 -68	-0.6%	-$24.2K	0.35%	60
2020 Q3	$3.59M	Buy	10,678 +158	+2%	+$52.6K	0.36%	61
2020 Q2	$3.26M	Buy	10,520 +876	+9%	+$257K	0.35%	61
2020 Q1	$2.49M	Buy	9,644 +610	+7%	+$187K	0.29%	65
2019 Q4	$2.92M	Sell	9,034 -172	-2%	-$53.2K	0.27%	76
2019 Q3	$2.75M	Buy	9,206 +1,081	+13%	+$321K	0.27%	77
2019 Q2	$2.4M	Buy	8,125 +29	+0.4%	+$8.4K	0.24%	83
2019 Q1	$2.3M	Buy	8,096 +2,955	+57%	+$808K	0.22%	90
2018 Q4	$1.29M	Sell	5,141 -7	-0.1%	-$1.9K	0.15%	109
2018 Q3	$1.51M	Buy	5,148 +9	+0.2%	+$2.58K	0.15%	102
2018 Q2	$1.4M	Buy	5,139 +485	+10%	+$132K	0.15%	105
2018 Q1	$1.18M	Sell	4,654 -356	-7%	-$97.9K	0.15%	111
2017 Q4	$1.35M	Buy	5,010 +356	+8%	+$93.2K	0.16%	110
2017 Q3	$1.18M	Buy	4,654 +11	+0.2%	+$2.73K	0.15%	111
2017 Q2	$1.13M	Buy	4,643 +382	+9%	+$92.2K	0.15%	107
2017 Q1	$1.01M	Buy	4,261 +649	+18%	+$152K	0.14%	108
2016 Q4	$813K	Buy	3,612 +69	+2%	+$15.2K	0.12%	120
2016 Q3	$771K	Sell	3,543 -275	-7%	-$59.8K	0.12%	116
2016 Q2	$804K	Buy	3,818 +512	+15%	+$107K	0.13%	116
2016 Q1	$683K	Buy	3,306 +326	+11%	+$64K	0.11%	125
2015 Q4	$611K	Sell	2,980 -675	-18%	-$139K	0.11%	141
2015 Q3	$704K	Hold	3,655	–	–	0.13%	135
2015 Q2	$757K	Buy	3,655 +131	+4%	+$27.7K	0.14%	136
2015 Q1	$732K	Sell	3,524 -37	-1%	-$7.69K	0.13%	141
2014 Q4	$737K	Buy	3,561 +26	+0.7%	+$5.26K	0.27%	89
2014 Q3	$701K	Buy	3,535 +49	+1%	+$9.75K	0.3%	79
2014 Q2	$687K	Hold	3,486	–	–	0.29%	78
2014 Q1	$656K	Buy	3,486 +205	+6%	+$37.9K	0.31%	78
2013 Q4	$609K	Buy	+3,281	New	+$584K	0.36%	68